SuperLife

Overseas Shares (Currency Hedged) Fund

 

Objective

The Overseas Shares (Currency Hedged) Fund is designed to provide a return (after tax, fees and other expenses) that reflects the after-tax return on international share markets of developed economies, excluding the impact of foreign currency movements.

 

Latest Quarterly Fund Updates

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Fund Facts

Asset Class Single asset class - International equities
Geographic Focus International
Market Index MSCI World ex Australia ESG Screened Index (100% NZD Hedged)

Fund Value ( 31/01/2025) $27,430,545
Fund Start Date 24 October 2007
Risk Indicator ( 31/12/2024)

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Fund Value ( 31/01/2025) $314,924,896
Fund Start Date 28 October 2016
Risk Indicator ( 31/12/2024)

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Fund Value ( 31/01/2025) $118,686,960
Fund Start Date 15 October 2007
Risk Indicator ( 31/12/2024)

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Fund Value ( 31/01/2025) $1,189,094
Fund Start Date 24 July 2012
Risk Indicator ( 31/12/2024)

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Returns and Fees

31 January 2025
Last month Last year 3 years (p.a.) 5 years (p.a.)
Return
(after deductions for charges and tax)
3.17% 22.12% 10.65% 9.85%
Market Index Return
(reflects no deductions for charges and tax)
3.41% 22.03% 10.07% 11.73%
Fee Amount
Fund Charges (estimate) 0.58% per annum of fund's net value.
Administration fee $30 a year (regardless of the number of investment options you invest in, or the number of times you change investment options). You do not pay the fee if you have all your money invested in the SuperLife Default Fund.
The returns are after tax at the highest prescribed investor rate (PIR) of tax for an individual New Zealand resident. Your tax may be lower. If you are a SuperLife investor, you can log in to see how your investments have performed.
Last month Last year 3 years (p.a.) 5 years (p.a.)
Return
(after deductions for charges and tax)
3.19% 21.84% 10.57% 9.66%
Market Index Return
(reflects no deductions for charges and tax)
3.41% 22.03% 10.07% 11.73%
Fee Amount
Fund Charges (estimate) 0.48% per annum of fund's net value.
Administration fee $12 a year (regardless of the number of investment options you invest in, or the number of times you change investment options).
The returns are after tax at the highest prescribed investor rate (PIR) of tax for an individual New Zealand resident. Your tax may be lower. If you are a SuperLife investor, you can log in to see how your investments have performed.
Last month Last year 3 years (p.a.) 5 years (p.a.)
Return
(after deductions for charges and tax)
3.15% 21.95% 10.58% 9.77%
Market Index Return
(reflects no deductions for charges and tax)
3.41% 22.03% 10.07% 11.73%
Fee Amount
Fund Charges (estimate) 0.58% per annum of fund's net value.
Administration fee $12 a year (regardless of the number of investment options you invest in, or the number of times you change investment options).
Transfer fee You will only be charged this fee if you transfer money from your member account to a KiwiSaver scheme and the transfer is to a KiwiSaver scheme other than the SuperLife KiwiSaver scheme. The fee is $50 for each transfer.
The returns are after tax at the highest prescribed investor rate (PIR) of tax for an individual New Zealand resident. Your tax may be lower. If you are a SuperLife investor, you can log in to see how your investments have performed.
Last month Last year 3 years (p.a.) 5 years (p.a.)
Return
(after deductions for charges and tax)
3.13% 21.78% 10.48% 9.86%
Market Index Return
(reflects no deductions for charges and tax)
3.41% 22.03% 10.07% 11.73%
Fee Amount
Fund Charges (estimate) 0.79% per annum of fund's net value.
Administration fee $60 a year (regardless of the number of investment options you invest in, or the number of times you change investment options).
The returns are after tax at the highest prescribed investor rate (PIR) of tax for an individual New Zealand resident. Your tax may be lower. If you are a SuperLife investor, you can log in to see how your investments have performed.

Fund Investments

31 January 2025

The fund may invest in other funds managed by Smartshares Limited, direct financial products (such as shares or bonds), or any fund managed by a third party appropriate to meet the fund’s investment objective. To view the top 10 individual holdings, download the latest fund update at the top of this page.

NameType%
Apple Inc International equities 5.50%
NVIDIA Corp International equities 4.66%
Microsoft Corp International equities 4.46%
Amazon.com Inc International equities 3.37%
Meta Platforms Inc International equities 2.29%
Alphabet Inc Class A International equities 1.79%
Tesla Inc International equities 1.75%
Alphabet Inc Class C International equities 1.55%
Broadcom Inc International equities 1.46%
JPMorgan Chase & Co International equities 1.16%

Sector

31 January 2025
Sector%Relative Weighting
Information Technology 19.14%
Financials 17.52%
Industrials 14.05%
Health Care 10.89%
Consumer Discretionary 10.87%
Consumer Staples 6.51%
Communication Services 5.98%
Materials 4.49%
Energy 3.85%
Real Estate 3.40%
Utilities 3.30%

Geography

31 January 2025
Country%Relative Weighting
United States 64.24%
Australia 13.38%
United Kingdom 4.04%
Germany 2.93%
France 2.87%
Switzerland 1.70%
The Netherlands 1.32%
Sweden 1.22%
Japan 1.03%
Italy 0.97%
Denmark 0.93%
Spain 0.89%
China 0.66%
Canada 0.47%
India 0.42%
Taiwan 0.38%
Finland 0.35%
Belgium 0.30%
Norway 0.25%
South Korea 0.19%
Poland 0.15%
Ireland 0.15%
South Africa 0.12%
Austria 0.12%
Brazil 0.11%
Hong Kong 0.11%
Singapore 0.09%
Saudi Arabia 0.08%
Portugal 0.06%
Israel 0.05%
Luxembourg 0.05%
Thailand 0.04%
Mexico 0.04%
Malaysia 0.04%
Indonesia 0.03%
United Arab Emirates 0.03%
Chile 0.02%
Turkey 0.02%
New Zealand 0.02%
Qatar 0.02%
Kuwait 0.02%
Philippines 0.01%

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